Entry Level Tax Preparer
About The Position
As a Seasonal Entry Level Tax Preparer at Jackson Hewitt, you will guide clients through tax rules and processes, prepare and complete accurate tax-related forms, and provide customer service and tax knowledge to help ease clients’ stress. The role includes preparing multiyear, multistate, and year-end tax forms; completing e-filing and providing printed returns for client review and signature before filing with the IRS and state agencies; and providing IRS audit support. You will also help generate business and retain clients, process payments, support marketing efforts, and contribute to office priorities through teamwork. Flexible scheduling is available, including day and night shifts, weekdays and weekends, and full-time or part-time schedules.
Requirements
- PTIN certification.
- Passion for providing extraordinary customer service.
- Excellent communication and interpersonal skills.
- Experience working in a fast-paced environment.
- Basic knowledge of computer functions.
Nice To Haves
- Sales and/or marketing experience.
- Bilingual ability; bilingual candidates are highly encouraged to apply.
Responsibilities
- Conduct face-to-face tax interviews with clients.
- Prepare complete and accurate tax returns.
- Explain, prepare, and complete tax-related forms, including multiyear, multistate, and year-end forms.
- Complete e-filing, provide printed copies of returns for clients to review, obtain signatures, and file forms with the IRS and state agencies.
- Provide clients with IRS audit support.
- Complete tax forms in accordance with company policies and applicable legislation and regulations.
- Generate business growth, increase client retention, and offer additional products and services.
- Collect and process client payments and ensure timely deposits.
- Participate in marketing and business-generation efforts.
- Give taxpayers sufficient information and advice to support correct tax-form completion.
- Answer client calls through the national call center routing system.
- Answer client questions and provide future tax planning.
- Resolve client complaints or refer situations to a supervisor when appropriate.
- Support office priorities through teamwork and collaboration.
Benefits
- Opportunity for advancement
- Training and development
- Flexible schedule
- License reimbursement
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
